Member Info for 2buyor2sell

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Wtf??

I’m also a long term holder and believer in this great company. It’s refreshing to see the shorts running their positions down. This is not the same company as last year, the field of investors has grown and with it comes bigger institutions. I’m keeping to my price target of £2.12 by mid year 2026. GL and more great news imminent shortly I feel imho🚀🚀🚀

I think it’s just profit taking in May which is healthy and across the sector. I’m still confident this will start heading up towards my mid-year price target of £2.12.

…..Autonomous Vehicle Networks (e.g., Tesla, Waymo): AI-driven fleets require massive, real-time data pipelines to map environments and update training models. Standard 5G cell towers frequently bottleneck or lose coverage. To stream gigabytes of AI training data continuously, these platforms require high-frequency, high-bandwidth telecom infrastructure. Filtronic’s mmWave technology bridges that gap.

AI Data Center Interconnects: As tech giants build clustered AI data centers, moving petabytes of data between physical facilities efficiently is a huge challenge. While fiber-optic cable is ideal, setting up high-frequency, high-capacity wireless line-of-sight links (using Filtronic's E-band technology) is increasingly used as a high-speed deployment alternative or crucial failover backup.

The Takeaway: While SpaceX put Filtronic on the global radar, any company dealing in high-altitude defense, satellite mega-constellations, or massive, ultra-low-latency data transport is a natural suitor for Filtronic’s hardware.

Maybe the price it’s not too high when you put it into context🚀🚀🚀🚀🚀🚀🚀

Filtronic fundamentally builds the hardware backbone that allows massive amounts of data to travel wirelessly over extreme distances with ultra-low latency. Big Tech, Defense, and AI infrastructure— are actively looking for exactly what Filtronic sells.

1. Big Tech "Direct-to-Cell" & LEO Competitors

SpaceX isn't the only tech giant trying to build a global space network. Filtronic's expertise in E-band and millimeter-wave (mmWave) frequencies is critical for high-bandwidth data transmission between ground stations and Low Earth Orbit (LEO) satellites. 

Amazon (Project Kuiper): Amazon is pouring billions into Project Kuiper to challenge Starlink. Because Kuiper relies on a massive network of ground stations and satellite gateways requiring advanced E-band and W-band amplifiers, Amazon is a prime candidate interested in Filtronic’s technology to accelerate its rollout.

Alphabet (Google): Google has a long-standing interest in global connectivity (holding a significant early stake in SpaceX) and relies heavily on satellite tracking and cloud-to-space integration. If Google scales up its own infrastructure or backs alternative telecom networks, Filtronic’s high-frequency hardware is the gold standard they need.

AST SpaceMobile & Apple: Tech companies trying to crack "direct-to-cell" (connecting everyday smartphones directly to satellites without a dish) need incredibly precise, high-power ground infrastructure to backhaul that data.

2. Global Defense & Aerospace Giants

Filtronic doesn't just make hardware for commercial internet; they have a massive, growing footprint in the aerospace and defense sector, where ultra-reliable radio-frequency components are a matter of national security. 

BAE Systems: Filtronic already has a well-established history as a strategic supplier for BAE Systems. As BAE continues to push boundaries in space defense, next-generation radar systems, and secure battlefield communications, Filtronic's highly integrated RF subsystems are crucial.

The European Space Agency (ESA): Filtronic has successfully secured multi-million pound contracts with the ESA to develop next-generation space communications, proving that European sovereign defense and space programs rely on them to avoid over-dependence on US tech. 

3. The AI Link: Autonomous Edge Systems & Massive Data Pipelines

When people think of AI, they usually think of software or Nvidia chips inside data centers. However, "Edge AI" (running AI on devices out in the real world rather than in a distant server room) is facing a massive wireless bottleneck.

……there’s more tbc

FLTCF Filtronic PLC on the OTC there’s always a good indication of the action that follows over here.

Yesterday Ordinary Shares 6.2845 up 0.4645 = up 7.98% 🚀🚀🚀🚀

Thank you Villideas🚀🚀🚀🚀🚀

You are a star for sharing, I wish you the best and £8 would be amazing. Not out of reach with SpaceX going public, GL. 🚀🚀🚀🚀

“Just when I thought I was out, they pull me back in.” That’s how I feel 😂OK? Last night we watched Project Hail Mary. Today, all my investing senses are telling me to get back in. I want to be on that rocket! So just got some encouraging blood results (good) and picked up 5k shares at 4.04. I’m back in😜 I thought to let you guys know . 🚀🚀🚀🚀

Just as simple as that. I hope to get back in but need to concentrate on health issues. I wished all FTC investors the best of fortune.

Message I meant 😂

I must of misunderstood sorry I didn’t mean to upset anyone. I took my profit today and hope to get back in when I feel better. Good luck 👍🏻🚀🚀🚀

I repeat U MISSED OUT 😜😂😂

With SpaceX contracts on board and Google recently in the mix and cash on the books, there’s no need to even consider cash raise through dilution. You don’t belong here if that’s your investment strategy, it shows you just don’t understand.

SpaceX has warrants on the right to subscribe for up to 10% of Filtronic's share capital and trust me FilTronics will in no way rock the boat. Onwards and upwards. 🚀🚀🚀🚀

Hahahaha ha I’ve never read a more U wish post. Missed the boat did we? Dream on!

Read the summary I put out just now. One huge part if the FTC growth strategy , well done LesBoy for finding this .

Read the summary I put out just now. One huge part if FTC growth, well done LesBoy for finding this .

Fantastic news. Here’s an AI summary of what this means for FTC

This development is a massive fundamental "buy signal" for the strategic importance of Filtronic (FTC). While the Bloomberg report focuses on the Google-SpaceX titan duo, Filtronic is the "picks and shovels" provider that makes this orbital leap technically possible.

Here is what this shift specifically means for Filtronic:

1. The Critical "Space-to-Ground" Bottleneck

Orbital data centers are useless if the data can't get back to Earth (or between satellites) fast enough. Terrestrial data centers use fiber optics; orbital ones must use high-frequency E-band and W-band spectrum. 

• Filtronic’s Role: They are world leaders in mmWave (millimetre-wave) transceivers and amplifiers.

• The Connection: Filtronic is already a strategic partner and supplier to SpaceX for the Starlink "Gateway" ground stations. If SpaceX expands its constellation to include "compute nodes" for Google, the demand for Filtronic’s high-bandwidth E-band modules will skyrocket to handle the massive data throughput these data centers require. 

2. Move from "Communications" to "Infrastructure"

Previously, Filtronic was viewed primarily as a telecom equipment play (5G and basic satellite internet). This shift reclassifies them as a core AI infrastructure provider.

• Volume Increase: A satellite providing internet needs basic RF components. A satellite acting as a Google Data Center needs complex, redundant, and ultra-high-capacity RF subsystems to manage AI training logs and real-time inference data.

• Revenue Quality: This moves Filtronic away from cyclical telecom spend and toward the "infinite" budget of Big Tech AI capital expenditure (CapEx).

3. "Project Suncatcher" and Hardware Hardening

The report mentions Google’s Project Suncatcher, which focuses on machine learning in space. 

• Space is a harsh environment for delicate AI chips (radiation, thermal swings). Filtronic specializes in radiation-hardened RF designs and thermal management for space-borne payloads. 

• As Google and SpaceX move from "talks" to "prototypes" (expected by 2027), Filtronic is the most likely candidate to provide the specialized RF filters and amplifiers that can survive orbit while maintaining the signal integrity needed for high-speed AI processing.

4. Validation of the Recent Production Expansion

Filtronic recently scaled up its manufacturing capacity in the UK (Sedgefield) to meet "increased demand from a major low-earth orbit (LEO) customer" (widely understood to be SpaceX). This Bloomberg news confirms why that capacity was needed: the roadmap for LEO isn't just "better Wi-Fi," it’s the Space Cloud.

If that’s not a show of strength then I don’t know what is. 🚀🚀🚀🚀🚀